Ross
Henry

Laird Norton Wealth Management

CRD#2955953
Investment Advisor
in Seattle, WA

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About this Advisor

Ross Henry is a certified financial planner who lives in Seattle, Washington. Currently a registered investment advisor at Laird Norton Wealth Management, Henry has 14 years of experience as a financial advisor. Henry holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Henry is able to work with clients based out of Washington. Henry has spent their entire career at Laird Norton Wealth Management. Laird Norton Wealth Management is located in Seattle, Washington. In total, Laird Norton Wealth Management manages $2 billion in assets throughout 1,409 client accounts and employs more than 77 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 1,140 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 66% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Laird Norton Wealth Management offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

801 Second Avenue Suite 1600
Seattle, WA 98104

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Laird Norton Wealth Management Brokerage Details

Total Assets Under Management

$1,770,127,036

WA Average: $3,566,627,242
Total Number of Employees

77

WA Average: 46
Total Number of Accounts

1,409

WA Average: 1,499
Average Account Size

$1,256,300

WA Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Educational seminars/workshops

Ross Henry Work History

Ross has 14 years of experience.

2006 - Present (15 years)

Laird Norton Wealth Management

Disclosures

Ross Henry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Laird Norton Wealth Management

Brian Kremen
Seattle, WA
Gino Perrina
Seattle, WA
Carla Wigen
Seattle, WA
Monica Padineant
Seattle, WA
Julie Dowell
Seattle, WA
Joshua Hile
Seattle, WA
Robert Hille
Seattle, WA
Susan Talton
Seattle, WA

This content was compiled from the SEC and FINRA.

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